Jose Baez is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with HSBC SECURITIES (USA) INC..
| Firm | From | To | Current |
|---|---|---|---|
| HSBC SECURITIES (USA) INC. | 2026-04-23 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2025-05-08 | 2026-04-14 | — |
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC | 2024-04-29 | 2024-09-07 | — |
| OPPENHEIMER & CO. INC. | 2015-06-04 | 2016-07-19 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-03-27 | 2015-06-17 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-04-20 | 2013-02-12 | — |
| DEUTSCHE BANK SECURITIES INC. | 2009-10-15 | 2011-11-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-07-26 | 2009-04-20 | — |